Athena automates your lead follow-up, engagement letter sending, and client communication — so you can focus on the work that requires your expertise.
No credit card required · Cancel any time · Australian support
< 60s
Enquiry response time
78%
Faster client onboarding
45%
More referrals from existing clients
32%
Advisory revenue increase
These are the problems killing growth for accountants & bookkeepers right now.
A solicitor mentions you to a client. They email once. You don't respond fast enough. The referral is lost. It happens more than you know.
Engagement letters, authority forms, ATO portal access — each new client requires 2 weeks of email tennis before they're properly set up.
You're flat out July–October, then scrambling for work November–May. No system to nurture clients year-round means feast and famine.
Everything runs automatically. You just check in on results.
Any new enquiry gets a professional response within 60 seconds, a discovery call booking link, and a personalised follow-up sequence.
Engagement letter, terms of engagement, and all required forms collected through a secure digital link. Onboarding takes days, not weeks.
Quarterly tax tips, budget updates, and proactive advisory emails keep your clients engaged and loyal — and generate advisory revenue year-round.
Set it up once. Watch it run.
Referral or enquiry
Captured and responded to professionally within 60 seconds. Discovery call booked automatically.
Engagement letter sent
Digital engagement letter and onboarding form sent and signed in one link.
Client onboarded
Access requests, ATO authorities, and software setup tracked in the CRM.
Work delivered
Invoice sent automatically. Payment collected digitally.
Year-round engagement
Quarterly newsletters, tax deadline reminders, and advisory tips keep you top of mind.
Referral generation
Happy clients asked for referrals at the right moment. Your practice grows.
Purpose-built features for accountants & bookkeepers.
No credit card required. Full access. Set up in under 10 minutes.
Get started free